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iShares S&P 500 Index shares owned by Payne Capital

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Payne Capital from 13F filings

Historical chart of Payne Capital investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Payne Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Payne Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $498k 762 653.21

More positions owned by Payne Capital

Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Vanguard Value Etf Etf (VTV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Microsoft Corp Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Dynamic Equity Active Etf Etf (BDYN)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Apple Stock (AAPL)
Vanguard Ultra-short Bond Etf Etf (VUSB)
Alps International Sector Dividend Dogs Etf Etf (IDOG)
Avantis International Equity Etf Etf (AVDE)
State Street Industrial Select Sector Spdr Etf Etf (XLI)

View all positions for Payne Capital

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index